New names & inbounds — first calls / evaluations · kept until you act (per your note)
28
Redactable / PlusUltra — data room link
Pablo · PlusUltra / via Ben
Jul 23
Advancing
Neon Cyber — Seed open (met at RSA)
Cody · neoncyber.com
Jul 23
New
IvyCap / Bharat Innovates — schedule call
Sneha Gupta · ivycapventures.com
Jul 27
New
Nishit (NY Life) — CDOIQ follow-up
Nishit Sadhwani · via CDOIQ
Jul 23
New
Capsule Security — intro call ran
Naor Paz · w/ Holzman
Jul 22
Advancing
SafeHill — inbound via Chingona
Fernando · via Daniel
Jul 16
New
Spotlight — call ran Jul 22
Katie / Alex · via Anton
Jul 22
Advancing
Gryphon — Series A call Mon Jul 27
John Wu · via Ben Nye
Jul 27
Advancing
Karambit.AI — follow-up (book next wk)
Andrew Hendela
Jul 27
Advancing
Seaionl / CertPing — follow-up Jul 30
Chenna · seaionl.com
Jul 30
Advancing
DrDroid — reconnected, overview in
Siddarth Jain · YC W23
Jul 20
Re-engaged
Flecks.ai — office visit ran, thank-you in
Flecks · Brian / via Bear
Jul 23
Advancing
Semperis — Marty visited Jul 16
Marty Momdjian · via Holzman
Jul 16
Carried
Verapath — data room open, round live
Joe McMann · with Bear
Jul 22
Time-sensitive
Arthrix — first call done
Oleg Lerner · via Bear
Jul 16
Carried
Vigilent — first call done
Rohit Unnikrishnan · vigilent.ai
Jul 16
Carried
Pandorian — deep dive Jul 23
Daniel Avital
Jul 23
Advancing
Zero Quarry — first call ran Jul 21
Shane Connelly · with Will
Jul 21
Carried
Rein — re-engaged on agent security
Matan Efrat · reinsec.io
Jul 17
Re-engaged
NuDay AI — follow-up sent
Bill / Alex · with Bear
Jul 15
Carried
Mission Decisions — intro call ran Jul 21
Colin Hillier · via Bear/Plutus
Jul 21
Advancing
QuantumGenie — call done
QuantumGenie · via Bear
Jul 15
Carried
Supertide — call done
Damian · via Bear
Jul 15
Carried
Control+ — leaning pass
Greg / Mehdi · via Anton / Dave
Jul 10
Carried
Rubicon / Bitfab — warm intros (JPM)
via Vickrum / Kevin (JPM)
Jul 14
Carried
DeFake — first call ran (done)
Kimber Labs · via Julia
Jul 14
Carried
Clearwood — pre-read, schedule
Matt · via Josh / Ian
Jul 8
Carried
Screened / parked — see detail
Misc inbounds · no action
—
Parked
Events
Outside the office & worth attending — this week + upcoming (Boston-focused)
6
CDOIQ Symposium — panel ran Jul 22
Jul 22 · Hyatt Regency Cambridge
Jul 22
Spoke
AI Cyber Alliance — Jul 29 (VG-hosted)
Jul 29 · Boston · via Will
Jul 29
This week
Black Hat USA — Las Vegas (booked)
Aug 3–6 · Las Vegas
Aug 3
Going
MIT delta v Demo Day — Cambridge
Sep 11 · via Zach tracker
Sep 11
Upcoming
Startup Boston Week — speaking (your note)
Sep 18 · Boston (panelist)
Sep 18
Speaking
Agentic AI Summit — Boston Seaport
Oct 29 · via Zach tracker
Oct 29
Upcoming
Waiting on
1
Vinit — identity security / Clarity view
Reference · Vinit Khandelwal
22d
Personal
0
Patterns this session
0
Your note routed to Q1 as one manual item: "TiECon East — discuss cash prize and judging involvement with Jenny" → "TiECon East — cash prize + judging w/ Jenny" (badge: You added), named owner Jenny. No standing-rule change: TiE/Alok is already an always-surface rule and Jenny is a top internal contact. triage_rules.md unchanged this run.
feedback
Calls/visits that ran Jul 22–23 moved to dimmed/advancing: Pandorian technical deep dive ran Jul 23 (dimmed in Q1); Capsule and Spotlight already dimmed. Flecks office visit ran Jul 23 — Brian sent a warm thank-you and flagged a new customer win; retitled "office visit ran, thank-you in."
exception
Two live-today items surfaced from Jul 23 sends: Genesis weekly (you moved it to 3pm ET after Matt's MachineCon conflict) and the B&T/Maya model review with Ian (1:30pm; you sent your "only worth doing if cheap + strategic, debt cleared" recommendation Jul 23). Clarity moved up to Q1 for today's mid-quarter (2pm ET).
exception
Assail flipped from dimmed to active Q1: Alissa sent the Q3-26 Board (2/2) continuation invite Jul 23 for Fri Jul 31, 10:30am ET (Series A deck, ISC2 booth, CISO hire, resolutions 8a/8b/10). Now a prep item, not a pending readout.
exception
Scheduling loops closed: Gryphon (John Wu) locked Mon Jul 27 12:30pm ET — moved from "rebook" to "confirmed." Karambit — Andrew sent his Calendly (free early next week), retitled to "book early next week." Redactable — Pablo re-sent the full data-room/IOI link Jul 23; now a clear enter-or-pass decision with Newt.
exception
New Deals grew 25→28: added Neon Cyber (Cody, Seed open, met at RSA), IvyCap/Bharat Innovates (Sneha, call Mon Jul 27), and Nishit/New York Life (CDOIQ connection). Added a JPMorgan relationship item to Q2 (Kevin Lo offering Boston design-partners for the cyber event). New Events entry: AI Cyber Alliance Jul 29 (VG-hosted); CDOIQ dimmed (panel ran Jul 22).
exception
Suppressed as noise this run: Roslyn scheduling churn (EON Bring Down, Content Discussions, Pipeline Review, Quarterly Pizza/Summit holds, canceled VisionHeight deep dive), Affinity notification digests, Google Alerts, Whova/CDOIQ app messages, sbur.com/"You're Invited" roundtable spam, and vendor newsletters (GRC2020, SalienceCyber, Minimal). Opsin + Xor unchanged (both open forks; no new in-window activity).
exception
Notes for next run
Corrections · personal todos · work items to add · things to suppress · anything. Cowork reads this before the next run and sorts it out.